- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹408 Cr | ₹3342 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 24% |
| Expense Ratio | 2.37 | 2 |
| Manager | Vikrant Mehta | Hardik Shah |
| ISIN Code | INF00XX01655 | INF846K01A52 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.45% | -1.37% |
| 6 Month | 4.63% | 4.1% |
| 1 Year | 1.91% | 3.78% |
| 3 Year | 11.59% | 13.92% |
| 5 Year | 10.72% | 13.22% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.32% | 2.21% |
| 1 Year | 5.84% | 5.17% |
| 3 Year | 11.56% | 14.27% |
| 5 Year | 10.66% | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.21% | 8.63% |
| 3 Year | 10.25% | 10.55% |
| 5 Year | 10.85% | 10.25% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.23% | 7.80% |
| Sharp | 0.86% | 1.16% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vikrant Mehta | Hardik Shah |
| Total AUM | ₹698 Cr | ₹0 Cr |
| Funds Managed | 8 | 12 |
| ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.93 | 36.84 |
| Large Cap | 47.57 | 55.12 |
| Small Cap | 8.76 | 3.25 |
| Mid Cap | 5.73 | 4.8 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.92 | 32.21 |
| Energy | 6.46 | 8.05 |
| Industrials | 2.64 | 6.68 |
| Technology | 11.02 | 7.29 |
| Consumer Cyclical | 9.37 | 6.33 |
| Financial Services | 23.8 | 22 |
| Healthcare | 3.11 | 4.45 |
| Consumer Defensive | 1.39 | 3.56 |
| Utilities | 2.24 | 2.36 |
| Basic Materials | 3.68 | 3.7 |
| Communication Services | 3.37 | 2.72 |
| Real Estate | - | 0.64 |
Top Comparisons
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns11.31%
HSBC Equity Savings Fund - Regular Growth
3Y Returns12.79%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns24.43%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns31.39%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns26.13%
DSP Quant Fund - Regular Plan - Growth
3Y Returns10.75%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.91%
